Added to YB: 2026-10-13
Pitch date: 2026-10-08
SPGI [bullish]
S&P Global Inc.
+5.15%
current return
Author Info
No bio for this author
Company Info
S&P Global Inc., together with its subsidiaries, provides benchmarks, data, analytics, and workflow solutions in the global capital, energy and commodity, and automotive markets.
Market Cap
$121.5B
Pitch Price
$404.00
Price Target
N/A
Dividend
0.94%
EV/EBITDA
16.79
P/E
25.10
EV/Sales
8.58
Sector
Capital Markets
Category
value
PORTFOLIO UPDATE - S&P Global Inc.
SPGI (hold): S&P Global offers stronger valuation support and broader diversification than redundant Visa exposure alongside a 22.4% Mastercard position, prompting the 3.1% Visa stake to be reallocated into SPGI. Q2 2026 revenue rose 10% to $4.15B, operating profit increased 17% and GAAP EPS grew 18% to $4.12, while the shares have de-rated substantially from peak multiples despite double-digit underlying compounding.
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